Custom Transaction Types Support Key NetSuite Features

When you use custom transaction types, you can leverage many of the same features that are available with standard NetSuite transaction types. For example:

Support for these features makes it possible for each transaction type to have its own unique behavior and processing. These advantages can be critical as you develop a series of discrete transaction types to meet various needs.

Note:

Custom transactions appear on the Deposits and Credits subtab of the Reconcile Bank Statement if the Show All Transaction Types in Reconciliation box is checked on the Accounting Preferences page. For more information, see General Accounting Preferences.

Let's say you create a custom transaction type called Bad Debt to track debts that aren't collectible. You might want to limit access to this custom transaction type to certain users. You can manage access on the Permissions subtab using the Level sublist for this transaction type.

Sample Permissions subtab for a custom transaction showing permission level options.

You may also want to create a custom workflow for this type. On the New Workflow page, custom transaction types are listed with standard transaction types.

Sample custom transaction workflow showing subtypes.

You can reference custom statuses in your workflow if you've defined them for this transaction type. Custom statuses are a unique feature of custom transaction types and aren't available with standard transaction types. You create statuses by using the transaction type’s Statuses subtab.

Transaction type Status subtab.

Related Topics

General Notices